Anic Equity¶
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Total return since start: 0.609 %¶
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Equity now: -----------------------------> 49142.59 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45081.05 Kr¶
PnL: ---------------------------------------> 25.05 Kr¶
DD now: ---------------------------------> -7.488 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 15:21:36.963814'
Benchmark comparison¶
OMXS30 DJUS NDX DAX W1IDU
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.090000 | 1669.140000 | 200.140000 | 13.620000 | 1468.999998 |
| Orrön Energy | 180 | -1.880000 | 2160.900000 | 117.900000 | 5.770000 | 2043.000000 |
| Atrium Ljungberg B | 5 | -0.450000 | 990.500000 | 55.500000 | 5.940000 | 935.000000 |
| Sagax B | 4 | 0.620000 | 902.800000 | 48.800000 | 5.710000 | 854.000000 |
| Sagax A | 4 | 0.000000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| Hoist Finance | 35 | 0.170000 | 1018.500000 | 38.500000 | 3.930000 | 980.000000 |
| Catena | 2 | -1.100000 | 829.600000 | 37.600000 | 4.750000 | 792.000000 |
| Hexatronic Group | 12 | -0.100000 | 1000.800000 | 33.800000 | 3.500000 | 966.999996 |
| Platzer Fastigheter Holding B | 12 | -2.710000 | 992.400000 | 31.400000 | 3.270000 | 960.999996 |
| JM | 6 | -1.200000 | 891.600000 | 27.600000 | 3.190000 | 864.000000 |
| OX2 | 13 | 1.290000 | 967.200000 | 17.200000 | 1.810000 | 949.999999 |
| Biotage | 7 | -0.660000 | 951.300000 | 10.300000 | 1.090000 | 940.999997 |
| Bilia A | 8 | -0.790000 | 908.800000 | 8.800000 | 0.980000 | 900.000000 |
| HEXPOL B | 9 | 0.180000 | 1029.600000 | 8.600000 | 0.840000 | 1020.999996 |
| Gränges | 9 | -1.150000 | 931.500000 | 3.500000 | 0.380000 | 927.999999 |
| VEF | 909 | -2.950000 | 1852.540000 | 2.540000 | 0.140000 | 1850.000436 |
| BioGaia B | 8 | -2.100000 | 930.400000 | 0.400000 | 0.040000 | 930.000000 |
| AcadeMedia | 8 | -1.480000 | 400.400000 | -1.600000 | -0.400000 | 402.000000 |
| Byggmax Group | 33 | -2.580000 | 948.420000 | -7.580000 | -0.790000 | 956.000001 |
| Sedana Medical | 93 | -5.590000 | 2512.860000 | -8.140000 | -0.320000 | 2521.000011 |
| Clas Ohlson B | 12 | -2.130000 | 963.000000 | -10.000000 | -1.030000 | 972.999996 |
| ASSA ABLOY B | 3 | -1.620000 | 767.100000 | -11.900000 | -1.530000 | 779.000001 |
| EQT | 4 | -1.960000 | 820.000000 | -12.000000 | -1.440000 | 832.000000 |
| Alimak Group | 11 | -0.600000 | 913.000000 | -15.000000 | -1.620000 | 927.999996 |
| Creaspac SPAC | 39 | 0.000000 | 3697.200000 | -20.800000 | -0.560000 | 3717.999987 |
| Addnode Group B | 11 | -0.610000 | 896.500000 | -24.500000 | -2.660000 | 921.000003 |
| Nordic Waterproofing Holding | 7 | -1.170000 | 942.200000 | -24.800000 | -2.560000 | 966.999999 |
| INVISIO | 16 | 1.110000 | 3656.000000 | -33.000000 | -0.890000 | 3689.000000 |
| SKF B | 5 | -1.390000 | 905.500000 | -34.500000 | -3.670000 | 940.000000 |
| Indutrade | 5 | -1.180000 | 1176.000000 | -42.000000 | -3.450000 | 1218.000000 |
| Latour B | 4 | -0.540000 | 811.600000 | -45.400000 | -5.300000 | 857.000000 |
| Vitec Software Group B | 2 | -3.590000 | 1021.000000 | -66.000000 | -6.070000 | 1087.000000 |
| Bufab | 3 | -0.970000 | 1040.400000 | -68.600000 | -6.190000 | 1109.000001 |
| BHG Group | 97 | -1.900000 | 1355.090000 | -103.910000 | -7.120000 | 1458.999989 |
| Hexagon B | 26 | -2.880000 | 3334.500000 | -126.500000 | -3.660000 | 3461.000010 |
| TOTAL | 45084.350000 | 28.350000 | -7.48199% | 45056.000411 |
Updated:¶
'2023-07-05 15:20:54.641500'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
